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  • James Jones-Tinsley: Guided Retirement Duty could be game changer

    During May, the Pensions Policy Institute (PPI), sponsored by The Pensions Regulator (TPR), concluded that defined contribution (DC) pension savers – including those in SIPPs, as well as in Workplace Pensions - require more guidance when choosing suitable retirement products.

  • Lisa Webster: Overcomplicated rules are a threat

    It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.

  • Lisa Webster: To gift or not to gift?

    Since the announcement that pensions are to be included in estates for inheritance tax (IHT) purposes the question of whether those with large pension pots should be giving some funds away has become increasingly common.

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SIPPs remain a top three pension product recommended by financial advisers, according to a new survey by Defaqto.

Three in five 16-54 year olds (61%) have admitted that their nominated beneficiary or expression of wish form connected to their pension is out of date or they do not know the true position, according to new research.

Xafinity SIPP and SSAS has cut fees on its SimplySIPP product and upgraded technology for advisers.

A large number of ‘baby boomers’ - those aged 55-73 - have little appetite for investment risk and 39% have ‘zero’ willingness to take a risk with their money, according to a survey from a pension, investment and SIPP provider.

The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.

Xafinity-owner XPS Pensions Group has added Susan Middleton and Julia Falk to its expanding specialist investment transitions team.

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